Book Image

Mastering Microsoft Dynamics CRM 2016

By : Deepesh Somani
Book Image

Mastering Microsoft Dynamics CRM 2016

By: Deepesh Somani

Overview of this book

Microsoft Dynamics CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM 2016 comes with some exciting extra features guaranteed to make your life easier with Dynamics CRM. This book provides a comprehensive coverage of Dynamics CRM 2016 and helps you make your tasks much simpler while elevating you to the level of an expert. The book starts with a brief overview of the functional features and then introduces the latest features of Dynamics CRM 2016. You will learn to create Word and Excel templates, using CRM data that will enable you to provide customized data analysis for your organization. You will understand how to utilize Dynamics CRM as an XRM Framework, gain a deep understanding about client-side scripting in Dynamics CRM, and learn creating client-side applications using JavaScript and Web API. We then introduce visual control frameworks for Dynamics CRM 2016 mobile and tablet applications. Business Process Flows, Business Rules, and their enhancements are introduced. By the end of this book, you will have mastered utilizing Dynamics CRM 2016 features through real-world scenarios.
Table of Contents (20 chapters)
Title Page
Credits
About the Author
Acknowledgment
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface

Scenario 1


The teacher of a class wishes to maintain the attendance records of every student in any given year.

The standard behind designing any solution in Microsoft Dynamics CRM 2016 is to avoid as much custom code as possible. It makes the customizations easy to maintain and upgrade if we end up moving to newer versions of CRM. Here, again, we will try to achieve the same.

As stated in the mapping section, we identified that Attendance of any student can be captured as a custom activity record. The following steps explain how the scenario can be achieved:

  1. Creating the attendance entity: In the following screenshot, review the Define as an activity entity check box:

Scenario 1 : Attendance entity

On creating the entity, a 1:N relationship between Contact and Attendance should get automatically created:

Contact relationship

Note

When we say that a 1:N relationship exists between entity A and entity B, we mean that one record of A can be connected to multiple records of B; however, one record of...